Retirement planning

There’s a wide disconnect between retirement plan participants and their retirement goals, and that is affecting how employees understand and interact with plans, according to new research.

When addressing plans for life and finances after work, employers should focus their message to specific age groups, OneAmerica research suggests.

As the fiduciary rule creates challenges to old ways of growing retirement assets, it’s time to consider another source of growth: portability solutions.

Index funds can have longer-term benefits than just a one-time expense that's lower than the other investment options.

More than half are optimistic that the marketplaces will be an alternative to coverage they now offer their pre-Medicare-eligible retirees by 2018.

Index funds can have longer-term benefits than just a one-time expense that's lower than the other investment options.

More than half are optimistic that the marketplaces will be an alternative to coverage they now offer their pre-Medicare-eligible retirees by 2018.

Many Americans make the mistake of tapping their home value for immediate financial issues instead of using it to help fund their retirement.

Many Americans make the mistake of tapping their home value for immediate financial issues instead of using it to help fund their retirement.

Lawmakers have a responsibility to craft legislation and regulations that will help employers of all sizes, says State Street Global Advisors’ Melissa Kahn.

Why timing is so important for college graduates when making contributions to their employers' 401(k) plans.

Why timing is so important for college graduates when making contributions to their employers' 401(k) plans.

A rising share of Americans is holding jobs into their golden years, bucking the overall trend of people leaving the labor force.

Retirees who used a 4% withdrawal rate on a portfolio with a 50/50 asset allocation have retained 67.5% of their wealth 16 years out.

Most plan sponsors are falling short when it comes to managing their RFP process, says adviser Robert Lawton.

Lawmakers have a responsibility to craft legislation and regulations that will help employers of all sizes, says State Street Global Advisors’ Melissa Kahn.

Retirees who used a 4% withdrawal rate on a portfolio with a 50/50 asset allocation have retained 67.5% of their wealth 16 years out.

Men and women approach retirement planning in opposite ways, and benefit managers need to change the way they advise female staffers.

Spousal and survivor benefits have become outdated and no longer address the needs of today's families given divorce rates and the number of single households.

Spousal and survivor benefits have become outdated and no longer address the needs of today's families given divorce rates and the number of single households.